IFP Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.04M	Buy	210,471 +29,762	+16%	+$995K	0.2%	102
2025 Q1	$5.6M	Buy	180,709 +180,348	+49,958%	+$5.59M	0.17%	122
2024 Q4	$11.3K	Sell	361 -732	-67%	-$22.9K	﹤0.01%	2486
2024 Q3	$33.9K	Hold	1,093	–	–	﹤0.01%	1897
2024 Q2	$32.5K	Buy	+1,093	New	+$32.5K	﹤0.01%	1856